Minimum account size: $500,000+
David Morgan
We have been helping families, professionals, business owners and organizations manage their wealth for over 30 years. Our mission is to help investors achieve what matters to them most. Throughout his career, Dave Morgan has been dedicated to educating clients and the public on the importance of investment and financial planning and having a complete wealth strategy. Our clients recognize the value of having this kind of comprehensive plan for managing their wealth and having someone experienced to bring it all together. This all adds up to an overall level of comfort and peace of mind for you.
NADIA ISKANDER
My role is to present clients with quantifiable strategies to achieve their long term financial growth through aligning values with investment decisions.
Through the Ambassadors program we create an environment where all, as individuals and the society, can be effectively served through integrating Wealth Solutions with Social Responsibility.
Jason Pereira
Woodgate Financial Inc. (Woodgate) is a financial planning firm dedicated to providing our clients with comprehensive wealth management to help you make the most of your financial life.
Our clients include individuals, corporate executives and business owners. While each client is different, they all have one key factor in common: they are busy people whose financial affairs have reached a level of complexity that could benefit from professional assistance and coordination.
That’s where Woodgate comes in. Our team of highly accomplished financial industry experts will create and coordinate a cohesive strategy for all your financial interests – from investments* to tax planning – to help you achieve your goals. Think of us as your personal Chief Financial Officer.
Donna Gehmlich
I help my clients realize their retirement goals through socially conscious investing and financial planning.
Richard Lawrence
Terri Szego, Doug Jones and Richard Lawrence provide comprehensive, personalized wealth planning to high net worth families and are dedicated to helping them define and achieve their financial goals.
We have over 100 years of combined experience advising clients on their financial affairs and have seen great complexity. Our team has been able to succeed as trusted advisors to our clients by providing conservative wealth management and by leveraging the expertise of partners, both within BMO and outside the firm.
Together with Ann McCarron, Mario Glavas and Glen Breglia, we are committed to a high level of client service. This team approach enables the sharing of historical knowledge of the market, the foresight to implement new ideas and the continuity of a stable relationship that spans through generations.
Robert Rusak
I bring my clients peace of mind by taking them through the financial planning process to establish the lifestyle they want to have in retirement. I work with the client to implement a strategy that will allow them to reach their financial goals.
David Chaim
A Certified Financial Planner, CFA level 3 2019 Candidate, and graduate of McGill University with a major in Physiology (Biotechnology Minor) and the Scotia Wealth Management Associate Program, David leads the business development and wealth planning initiatives of our practice.
Formerly a research associate at St Michael’s Hospital, a prolific event planner at McGill and – more recently – the manager of a prominent Toronto restaurant, David has also acted as a First Response Medic in Israel.
A dedicated world traveller, music lover, connoisseur of mixology and cuisine – David is a consummate host – he is also a dedicated philanthropist who has taken a leadership role in orchestrating events in support of the Canadian Cancer Society, Movember, Breast Cancer Society, United Way, and the Old Mission Brewery.
His extra curricular activities include taking courses in computer programming and graphic design.
When not working or studying, David is a tenacious basketball, baseball and rugby player and a huge supporter of Toronto-based sporting teams, including the Raptors, Blue Jays, Leafs, and Argos.
Craig MacDougall
As an Investment Advisor, I pride myself on my ability to listen to my member’s needs; help them clarify their life, social, and financial goals; and create a comprehensive fiscal plan that gives them control over their future while keeping their values top of mind.
Whether working with investments that impact the environment, charitable giving that actively supports social change, sustainable investment choices to ensure the longevity of my member’s hard-earned capital, or financial planning the really puts their deepest life values to work, I love it all. As a family man with two children at home, I am very cognizant of the how the decisions we make today will impact future generations, which is why I am passionate about following, supporting, and recommending responsible options for environment, governance, and social considerations.
I have numerous contacts involved in the responsible investment industry, either directly or indirectly, so am very aware of the challenges and complexity that come with analyzing and selecting sustainable portfolio positions and staying on top of industry developments and changes.
I enjoy building sustainable and prudent portfolios of which my members can be proud. I would welcome the opportunity to meet with you and learn what makes a difference in your life. We can then create a portfolio that supports what is important to you.
Matteo Tino
As an Investment Counsellor with RBC Phillips, Hager & North Investment Counsel, Matteo applies his diverse set of experiences in Portfolio Management, Investment Counseling and Financial Planning to assist each client relationship with their unique needs.
Matteo enjoys working with a select group of clients who value his personalized service and customized investment solutions. He employs an in-depth discovery process to elicit a comprehensive understanding of each individual’s financial circumstances and works in collaboration with in-house Financial Planning, Tax and Estate Planning specialists, along with clients’ existing Advisors, to develop sophisticated and creative solutions. Matteo is also supported by a team of key investment managers in strategic markets around the world.
Prior to this, Matteo held a Portfolio Manager role with a boutique Investment Management firm, where he managed over $300 million in discretionary client assets through an advisor referral platform. In addition, he co-managed the firm’s Canadian Equity and Enhanced Income funds while he acted as Chair for the Asset Allocation and Investment Review Committees.